On tokenization
Securitize will IPO at $1.25b pre which to me screams cheap in comps to Circle’s massive premium (https://www.cnbc.com/amp/2025/10/28/-blackrock-linked-tokenization-firm-securitize-to-go-public-via-spac-deal.html)
BalckRock invested $47m, they are essentially their securitization arm ($BUIDL blackrock’s onchain t bills fund)
Betting on AUM instead of price seems like a very kosher way of expressing bullishness on the gnomes of Zurich
Post #20
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Meth Inhaler Alt dispersion will mechanically trigger pocket outperformance on on large ICO/IDO (see demand for XPL) at fair valuations. Pantera raising a $1b fund, Dragonfly $650m - the capital list goes on but size caps don't. The only 3 trades you should take this…
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